You can generate a new statement from the Statements screen if an invoice exists for the account, and the statement is ready to be generated, by following the steps below.
Home > Aria6 User Documentation > Account Management > Statements and Invoices > Statements Screen > Generate a Statement
Generate a Statement
Generate a Statement
Table of contents
Overview
Generating a Statement
If you would like any of the following details to be included when a statement is generated, contact Aria Customer Support.
- Plan unit instance number
- Client-defined plan unit instance ID
- Plan unit instance status
- Plan name
- Plan number
- Service name
- Service number
- Service fulfillment status
- Service fulfillment date
Getting Here: Click Accounts > search for an account > Statements & Invoices > Statements tab
- Click Generate Statement.
- Select Send Email if you want to send the generated statement to the billing contact specified in the Account Overview.
This option defaults to Do Not Send Email.
- Click Generate Statement.
Note: An invoice must exist for the account to generate a statement. Only one invoice at a time per account is available to create a statement.
Once the statement is generated, you can download the statement as CSV file.
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